Paul Murphy

Director, Financial Planner CFP
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I have been a financial planner since 1991 and thoroughly enjoy coming to work each day!

Our Practice was renamed in 2005, utilising the name AdvicePlus Financial Solutions. The offering from AdvicePlus Financial Solutions is as the name suggests, we provide Advice initially and then recommend a Financial Solution if required.

Outside of work I enjoy spending time with my wife Deborah and our sons, including our 5 grandchildren.

I am the current Chapter Secretary of the Far North Coast (NSW) Chapter along with the current Vice President of the Ratepayers Association of Lismore Inc,

I am also a Life Member of the Lismore Apex Club and a former President of the Casino Chamber of Commerce and Industry.

Advice I specialise in

  • Retirement planning
  • Financial planning
  • Small business advice
  • Banking solutions
  • Investment planning
  • Superannuation
  • Estate planning

Qualifications

  • Certified Financial Planner
  • Diploma of Financial Planning (Deakin University)
  • Member of Financial Planning Association of Australia Ltd

Kay Simpson

Financial Planner
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I have been working in various roles within the financial planning industry since 1997. I first became an authorised representative in 2001 and since then I have been assisting clients to develop plans to achieve their financial and life goals. My aim is to provide guidance, education and support so that clients can make informed choices about their money and manage risk.I specialise in preparing clients for retirement and beyond with tailored personal financial advice. I also understand the complexities of Centrelink, aged care and estate planning.I have extensive experience and knowledge in relation to self managed super funds, including initial set up, investment strategies, compliance requirements, contributions and pensions.

In my spare time I enjoy camping, four wheel driving, fishing and relaxing with my husband & two daughters.

Qualifications

  • Diploma of Financial Planning (Deakin University)
  • Graduate Certificate in Finance (Charles Sturt University)
  • Master of Applied Finance (Financial Planning) (Charles Sturt University)

 

Angela Storck

Personal Assistant

I have been living in the North Coast Area for 8 years with my husband and two children. In that time we have been heavily involved in local sporting groups, from Netball, Water polo to Rugby League and Union.

I commenced working at AdvicePlus in February 2011 in the role of Customer Service Manager (Retail Superannuation). I have recently moved into a new role of Personal Assistant to the Planners within the office. Prior to commencing work at Adviceplus I had been employed in the Superannuation Industry for two years.

I really enjoy working at Adviceplus because I feel we care; we put the clients’ interest and needs first, helping them achieve their goals. The service that we offer our clients goes above and beyond their expectations and it is this facet of my work that I really enjoy.

My family are seasoned campers, when I am not away camping, I spend my weekends with my family and lounging by the pool.